Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 32,176
Value: $2.66M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,176	$2.66M	0.5%	+446+1.4%	Added	Holders
Q1 2026	31,730	$2.53M	0.6%	−34,226−51.9%	Reduced	Holders
Q4 2025	65,956	$5.83M	1.2%	+32,307+96.0%	Added	Holders
Q3 2025	33,649	$2.82M	0.6%	+3,750+12.5%	Added	Holders
Q2 2025	29,899	$2.40M	0.6%	−4,708−13.6%	Reduced	Holders
Q1 2025	34,607	$2.48M	0.6%	−454−1.3%	Reduced	Holders
Q4 2024	35,061	$2.46M	0.6%	−630−1.8%	Reduced	Holders
Q3 2024	35,691	$2.02M	0.5%	−974−2.7%	Reduced	Holders
Q2 2024	36,665	$2.18M	0.6%	−852−2.3%	Reduced	Holders
Q1 2024	37,517	$2.17M	0.6%	−35−0.1%	Reduced	Holders
Q4 2023	37,552	$1.85M	0.6%	−648−1.7%	Reduced	Holders
Q3 2023	38,200	$1.56M	0.6%	−1,142−2.9%	Reduced	Holders
Q2 2023	39,342	$1.68M	0.6%	−1,701−4.1%	Reduced	Holders
Q1 2023	41,043	$1.53M	0.5%	−600−1.4%	Reduced	Holders
Q4 2022	41,643	$1.72M	0.6%	−213−0.5%	Reduced	Holders
Q3 2022	41,856	$1.68M	0.7%	+403+1.0%	Added	Holders
Q2 2022	41,453	$1.62M	0.6%	+887+2.2%	Added	Holders
Q1 2022	40,566	$1.97M	0.7%	−2,726−6.3%	Reduced	Holders
Q4 2021	43,292	$2.08M	0.7%	+720+1.7%	Added	Holders
Q3 2021	42,572	$1.98M	0.7%	+2,684+6.7%	Added	Holders
Q2 2021	39,888	$1.81M	0.6%	+651+1.7%	Added	Holders
Q1 2021	39,237	$1.53M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.